Resources for small law firm intake teams

Practical templates and playbooks you can use right away to improve response times, qualification quality, and consultation booking rates.

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Checklist

Small Law Firm Intake Checklist

A step-by-step launch checklist to reduce missed calls and improve intake handoffs.

Coming Soon
Template

New Client Intake Script

Editable script framework for first-call qualification and consultation booking.

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Calculator

Missed-Call Cost Estimator

Estimate potential monthly revenue impact from delayed responses and dropped calls.

Coming Soon
Templates

Follow-Up SMS and Email Pack

Ready-to-use follow-up sequences for consult reminders and no-response recovery.


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